Team Category: Marketing and New Business Development

Maggie Steffy, J.D.
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Maggie Steffy, J.D.

Business Development Officer

  • Maggie is responsible for connecting successful individuals, families and businesses in Northern Michigan with Greenleaf Trust’s talented team of financial advisors and is instrumental in crafting solutions and strategies to efficiently preserve, grow, gift and bequeath new clients’ wealth.  Maggie came to Greenleaf Trust with 15 years of experience as a practicing attorney, litigating probate, real estate and other civil disputes and helping families craft their estate plans.  She earned her bachelor’s degree, magna cum laude, in economics and Spanish from Kalamazoo College, and her juris doctor, cum laude, from Loyola University of Chicago School of Law.

Quincy Jackson
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Quincy Jackson

Business Development Officer - West Michigan

  • Quincy is responsible for new business development with a focus on company-sponsored retirement plans. He has over 12 years of sales experience in the insurance and technology sectors with a deep focus on organizational strategy and customer service. Quincy is a veteran of the United States Navy and a graduate of Western Michigan University with a bachelor’s degree in organizational communication.

Bill Feldmaier
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Bill Feldmaier

Managing Director - Southeast Michigan

  • Bill is responsible for leading Greenleaf Trust’s market strategy of southeast Michigan, business development and leadership of the firm’s Birmingham office. He has more than 20 years of financial services experience in the institutional pension, 401(k) and retirement planning space having served in senior national sales leadership roles. Bill holds a Bachelor of Science from Ithaca College in organizational communication, learning & design, and a Master of Science in communication innovation from Ithaca College. He was also a full scholarship division one quarterback at the University at Buffalo.

Jennifer J. West, CDFA®
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Jennifer J. West, CDFA®

Managing Director - Midland

  • Jennifer’s primary responsibility is leading the expansion of Greenleaf Trust throughout the Great Lakes Bay Region and overseeing the Midland office. She has over twenty years of experience in the financial services industry and earned a Bachelor of Science in business administration and management from Central Michigan University. Jennifer is a Certified Divorce Financial Analyst.

Dana Hushak
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Dana Hushak

Business Development Officer

  • Responsible for new business development, Dana has over 35 years of financial services industry experience in institutional, corporate and personal trust lines.  He serves as a board member and advisor for several private foundations and is a trustee for First Tee.  Dana is a graduate of Central Connecticut State University and lives in Grand Rapids.

Jeffrey M. Hoekstra
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Jeffrey M. Hoekstra

Business Development Officer

  • Jeff is responsible for new business development with a focus on company-sponsored retirement plans. He has nearly 20 years of sales experience in the banking and finance sector, and is proficient in business operations management and customer service. Jeff graduated from Western Michigan University with a bachelor of business administration in sales and business marketing.

Perry Wolfe
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Perry Wolfe

Senior Vice President, Executive Director of Development

  • Perry is responsible for overseeing the development, implementation and execution of the overall strategy and growth efforts of our regional markets outside of Kalamazoo. His duties also include developing new business and building community relations. A graduate of Western Michigan University, Perry has over 27 years of commercial and private banking experience.

Beth Simon
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Beth Simon

Senior Marketing Specialist and Business Development Liaison

  • Beth works closely with the marketing and business development teams to organize and execute marketing events, enhance client engagement, foster community involvement, and nurture purposeful growth. Beth has a bachelor’s degree from the University of Notre Dame in finance and business economics.

Albert Little
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Albert Little

Vice President and Business Development Officer

  • Responsible for new business development, Albert has over 30 years of experience in the financial services industry. He serves on the board of trustees for Borgess Hospital, and on various committee boards including Big Brothers Big Sisters, United Way of Greater Battle Creek/Kalamazoo and Starr Commonwealth. Albert is a graduate of Western Michigan University and CBA Graduate School of Retail Bank Management.

Thomas A. DeMeester, J.D.
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Thomas A. DeMeester, J.D.

Managing Director - Grand Rapids

  • Tom is responsible for leading Greenleaf Trust’s efforts in Grand Rapids. He has more than 25 years of professional experience serving families and businesses within the West Michigan region, having practiced law prior to his work in the wealth management industry. Tom is a graduate of Cedarville College and Thomas M. Cooley Law School.

Daniel L. Baker, J.D.
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Daniel L. Baker, J.D.

Senior Vice President, Director of Business Development and Trust Relationship Officer

  • Dan’s responsibilities include providing service to individual personal trust clients, as well as coordinating sales efforts of the personal trust team and our five regional offices. With more than 25 years of experience as a practicing attorney and business leader, he is a graduate of Kalamazoo College, Thomas M. Cooley Law School and the American Bankers Association National Graduate Trust School.

Sarah A. Johansson
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Sarah A. Johansson

Executive Vice President, Director of Marketing

  • Sarah is responsible for the coordination and production of all marketing and communications, as well as event planning for Greenleaf Trust. In addition to her 20 years of experience in the field of marketing and communications, Sarah has a bachelor’s degree in English from Albion College.

Kevin E. Jawahir, CTFA
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Kevin E. Jawahir, CTFA

Senior Vice President, Director of Personal Trust - Development

  • Kevin is a highly experienced financial services professional with over 25 years of expertise. He leads the personal trust team to provide remarkable client service to individual clients and nonprofit organizations, while also cultivating new business opportunities. A graduate of Kalamazoo College and the American Bankers Association Graduate Trust School, he is a Certified Trust and Fiduciary Advisor with a deep understanding of the industry and is committed to helping clients achieve their long-term goals.